Book Image

Microsoft Dynamics GP 2010 Cookbook

By : Mark Polino
Book Image

Microsoft Dynamics GP 2010 Cookbook

By: Mark Polino

Overview of this book

Microsoft Dynamics GP is an Enterprise Resource Planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively.This book picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP system.The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2007, exposing hidden features in Dynamics GP, and much more!By following the clear recipe steps and screenshots in this book, you will learn what is required to improve your efficiency with the Dynamics GP system
Table of Contents (17 chapters)
Microsoft Dynamics GP 2010 Cookbook
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Index

Preventing posting errors by managing Batch dates


In most modules, Microsoft Dynamics GP provides the option to post transactions individually or to collectively post a group of transactions in a batch. The common best practice when implementing Dynamics GP is to use Batch Posting, not individual transaction posting.

The reasoning behind this preference is that batches and batch posting provide a number of benefits over transactional posting. These benefits include the ability to save transactions without posting them, improved error handling, and the ability to post multiple transactions or multiple batches at once. Additionally, batches can be used to control the date that transactions are posted on making it easy to ensure that transactions are posted in the right period.

In this recipe, we will look at batch naming and posting techniques along with error handling options designed to minimize posting errors.

Getting ready

To set up the process to post transactions by batch:

  1. In Dynamics GP...